Import Bank Statements into TaxCalc for Self-Assessment Tax Return

Convert bank statement PDFs for self-assessment tax return and import into TaxCalc. AI-powered converter for UK accountants. All banks supported.

Convert for TaxCalc + Self-Assessment Tax Return
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Preparing for self-assessment tax return and using TaxCalc? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.

The Solution

Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.

How It Works

1

Upload your bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 30+ more.

2

AI formats for TaxCalc

Our AI extracts every transaction and outputs CSV with the exact column format TaxCalc expects.

3

Import and use for self-assessment tax return

Upload into TaxCalc and use the reconciled data for self-assessment tax return.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert for TaxCalc + Self-Assessment Tax Return

Frequently Asked Questions

Can I import bank statements into TaxCalc for self-assessment tax return?
Yes. BankScan AI converts bank statement PDFs to CSV formatted for TaxCalc. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
Does the output match TaxCalc's import format?
Yes. The CSV output uses the exact column headers, date format, and amount structure that TaxCalc expects.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 30+ more.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from £7.99/month.

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